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Phillips 66
PSX

Overview Fund Activity

1,000 hedge funds and large institutions have $32.2B invested in Phillips 66 in 2013 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 296 increasing their positions, 414 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+91
Holders Change %
+10.01%
% of All Funds
29.04%
Holding in Top 10
25
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+212.5%
% of All Funds
0.73%
New
171
Increased
296
Reduced
414
Closed
69
Calls
$608M
Puts
$505M
Net Calls
+$103M
Net Calls Change
-$130M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
Boston Partners
Boston Partners
Massachusetts
+$151M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$146M
5
WRF
Waddell & Reed Financial
Kansas
+$143M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$159M
2
JHIU
Janus Henderson Investors US
Colorado
-$138M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$137M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$120M
5
Deutsche Bank
Deutsche Bank
Germany
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
476
Wilkins Investment Counsel
Massachusetts
$1.52M -$23.4K -304 -2%
PRA
477
Parametric Risk Advisors
Connecticut
$1.52M +$1.52M +19,637 New
RIL
478
Rothschild Investment LLC
Illinois
$1.51M +$44K +570 +3%
TSW
479
Thompson Siegel & Walmsley
Virginia
$1.51M -$1.1M -14,300 -42%
DL
480
Delta Lloyd
Netherlands
$1.51M +$280K +3,626 +23%
SIC
481
Salem Investment Counselors
North Carolina
$1.5M +$135K +1,750 +10%
BA
482
Boston Advisors
Massachusetts
$1.5M +$7.56K +98 +0.5%
BCMO
483
Buckingham Capital Management (Ohio)
Ohio
$1.49M +$1K +13 +0.1%
WBG
484
Wharton Business Group
Pennsylvania
$1.48M -$1.55M -20,095 -51%
HT
485
HighTower Trust
Texas
$1.44M +$132K +1,706 +10%
FPTW
486
Franklin, Parlapiano, Turner & Welch
Texas
$1.44M -$7.25K -94 -0.5%
BFO
487
Boston Family Office
Massachusetts
$1.44M +$9.64K +125 +0.7%
ECM
488
ETrade Capital Management
Virginia
$1.43M +$241K +3,126 +20%
Macquarie Group
489
Macquarie Group
Australia
$1.4M +$648K +8,400 +86%
LCM
490
Logan Capital Management
Pennsylvania
$1.39M -$694K -9,000 -33%
ST
491
Stifel Trust
Missouri
$1.37M -$772 -10 -0.1%
CM
492
CoreCommodity Management
Connecticut
$1.36M +$768K +9,958 +129%
BAM
493
Burnham Asset Management
New York
$1.36M +$19.3K +250 +1%
LJAC
494
L.J. Altfest & Co
New York
$1.35M +$1.35M +17,561 New
SAS
495
Spectrum Advisory Services
Georgia
$1.35M -$57.8K -750 -4%
GCM
496
GeoSphere Capital Management
Florida
$1.35M -$386K -5,000 -22%
AAM
497
Auxier Asset Management
Oregon
$1.35M – – –
SFS
498
Strategic Financial Services
New York
$1.35M +$28.9K +374 +2%
CCMINC
499
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.33M -$2.39K -31 -0.2%
DnB Asset Management
500
DnB Asset Management
Norway
$1.32M -$474K -6,146 -26%
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